3
Common Questions Over a three year period, from July 2011 through the summer of 2014, the SIS Project will implement the new Integrated Student Infor- mation System (iSIS) with PeopleSoft Campus Solutions as its technology core. For more information about iSIS or the SIS Project, email [email protected] or visit go.tufts.edu/sis. An Overview of iSIS for Administrators and Staff at Tufts Why do we need a new SIS? Portions of the current Student Informa- tion System are 25 to 30 years old. The old system is cumbersome and inefficient to use, does not interface well with related, modern applications, and challenges us to provide needed cyber-security. In addition, it is difficult and risky to make changes to SIS, including modifications needed to support changes in academic policy. Will I use iSIS? If your role involves the management or input of official student or course data, you may be an iSIS user. Your school representative and/or registrar will notify future iSIS users. If your role involves the consumption of official student or course data, e.g., for departmental planning, you may not be an iSIS user. Who is going to touch which screens? In iSIS, every one sees the information they need consistent with their role in supporting students and faculty. Each iSIS user will be assigned a role, which gives them access to the menus, pages, and data they are supposed to see. What do I need to do now? We plan to notify future iSIS users about training opportunities as close to each rollout as possible. To help you plan, please review the timeline and classroom training schedule available on the back of this document. Should you have any questions, please contact sisproject@ tufts.edu. In the meantime, we invite you to view the growing collection of information about iSIS on the SIS Project website, at go.tufts.edu/sis. If you’re thinking about a fall 2013 course, go to iSIS. If you’re thinking about a course offered this spring or summer, go to SIS (SIS/HSF Online). SPRING 2013 SUMMER 2013 FALL 2013 & BEYOND Through September 2013, Tufts Will Have Two Student Information Systems During the transition to iSIS, you may need to stop and think about which system to use. If your work involves spring 2013 and summer 2013 information, the student data will be viewed and managed in the current SIS (in- cluding SIS/HSF Online). If your work involves information collected for the fall 2013 term (and beyond), data will be viewed and managed in the new iSIS. Tufts’ new Integrated Student Information System (iSIS) has been designed to support the needs of Tufts’ students, faculty, staff and schools. iSIS completely replaces the student records portion of legacy (“old”) SIS, which includes grades, records, transcripts, gradu- ation and advising. iSIS revises how students view their financial accounts, and it includes technical interfaces to all Tufts admissions and financial aid systems. iSIS also interacts with a new data ware- house, which enhances our ability to report institutional data to fed- eral and state agencies. While the concept of “integration” is not new for Tufts, iSIS marks the start of a new era for student ser- vices, one that relies on an integrated connection between people and data.

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Page 1: An Overview of iSIS for Administrators and Staff at Tufts - Tufts … · 2013. 1. 28. · interfaces to all Tufts admissions and financial aid systems. iSIS also interacts with a

Common Questions

Over a three year period, from July 2011 through the summer of 2014, the SIS Project will implement the new Integrated Student Infor-mation System (iSIS) with PeopleSoft Campus Solutions as its technology core. For more information about iSIS or the SIS Project, email [email protected] or visit go.tufts.edu/sis.

An Overview of iSIS for Administrators and Staff at Tufts

Why do we need a new SIS?Portions of the current Student Informa-tion System are 25 to 30 years old. The old system is cumbersome and inefficient to use, does not interface well with related, modern applications, and challenges us to provide needed cyber-security. In addition, it is difficult and risky to make changes to SIS, including modifications needed to support changes in academic policy.

Will I use iSIS?If your role involves the management or input of official student or course data, you may be an iSIS user. Your school representative and/or registrar will notify future iSIS users. If your role involves the consumption of official student or course data, e.g., for departmental planning, you may not be an iSIS user.

Who is going to touch which screens?In iSIS, every one sees the information they need consistent with their role in supporting students and faculty. Each iSIS user will be assigned a role, which gives them access to the menus, pages, and data they are supposed to see.

What do I need to do now?We plan to notify future iSIS users about training opportunities as close to each rollout as possible. To help you plan, please review the timeline and classroom training schedule available on the back of this document. Should you have any questions, please contact [email protected].

In the meantime, we invite you to view the growing collection of information about iSIS on the SIS Project website, at go.tufts.edu/sis.

If you’re thinking about a fall 2013 course, go to iSIS.

If you’re thinking about a course offered this spring or summer, go to SIS (SIS/HSF Online).

SPRING 2013 SUMMER 2013FALL 2013 & BEYOND

Through September 2013, Tufts Will Have Two Student Information Systems

During the transition to iSIS, you may need to stop and think about which system to use. If your work involves spring 2013 and summer 2013 information, the student data will be viewed and managed in the current SIS (in-cluding SIS/HSF Online). If your work involves information collected for the fall 2013 term (and beyond), data will be viewed and managed in the new iSIS.

Tufts’ new Integrated Student Information System (iSIS) has been designed to support the needs of Tufts’ students, faculty, staff and schools. iSIS completely replaces the student records portion of legacy (“old”) SIS, which includes grades, records, transcripts, gradu-ation and advising. iSIS revises how students view their financial accounts, and it includes technical interfaces to all Tufts admissions and financial aid systems. iSIS also interacts with a new data ware-house, which enhances our ability to report institutional data to fed-eral and state agencies.

While the concept of “integration” is not new for Tufts, iSIS marks the start of a new era for student ser-vices, one that relies on an integrated connection between people and data.

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One Integrated Student Information System for TuftsiSIS will be used by students across all Tufts schools. At its core, iSIS pro-vides critical administrative support for all offices and functions that rely on student information.

To enter Search Criteria, you can use:• All or part of the search parameter • Wildcard symbols that stand for

one or more characters in a search parameter (%, _, \).

• Drop-down menus to select the appropriateoperatorforaspecificsearch criterion.

Save Search Criteria allows you to save specificsearchcriteriathat are used often.

A Look Up Icon (magnifying glass) next to a fieldopensaPop-UpWindowthatwillhelpyoufindavalidvaluetoenterinthatfield.

Search Results appear below the Search Criteria and are viewed and navigated in a variety of formats.

The Find an Existing Value tab typically opens when a page is selected. The Add a New Value tab allows you to add a new row of data to search by.

TheUniversalNavigationHeaderatthetopof every iSIS page contains the following links:• Home–ReturnsyoutotheHomepage.• Add to Favorites – Adds the current page

to your Favorites list, which is maintained under the My Favorites folder in the menu pagelet.

• Sign Out – Logs you out of iSIS.

Help opens PeopleBooks,whichdisplaysspecificguidance for the current page.

iSIS uses a menu pagelet, located on the left side of the Home page, to help you navigate.

Accessing iSIS:• Open your internet browser• Enter: https://isisadm.uit.tufts.edu/

psp/csprd/?cmd=login• The iSIS home page will appear• EnteryourTuftsID(UTLN)and

password

iSIS times out in 20 minutes and will require you to login again.

iSIS authenticates students, faculty, and staff with their Tufts UTLN, the same ID and password you use to access library resources and services such as Trunk, TUSK, and the Tufts wireless network.

iSIS identifies students, faculty, and staff using the Tufts ID, a single numerical identifier that synchronizes iSIS with the PeopleSoft systems that support Human Resources and Finance.

How to Access iSIS

Navigating iSIS

Searching in iSIS

A Glimpse of iSIS

Populating Terms in iSIS

Term Legacy SIS* iSISSpring 2012S 2122Annual 20136 2124Summer 2013A 2125

2013BFall 2013F 2128

* Legacy SIS uses the academic year.** For converting historical terms into iSIS, 2126 is the correct conversion number for the second session of the summer 2013 term. Going forward (as of 2014) there will be only one summer term, with two sessions. For example:

• Legacy Summer Term 2015A will be Term: 2145 Session: A• Legacy Summer Term 2015B will be Term: 2145 Session: B

Century (C) 1 for 1900-19992 for 2000-2099

Calendar Year (YY) For example, “12” would be entered for all terms that fall in the 2012 calendar year.*

Term Value (T) 2 = Spring Term4 = Annual Term5 = Summer Term8 = Fall Term

In iSIS the Term Code consists of four digits = CYYT (Century, Calendar Year, Term Value).

Term Code Crosswalk

Your RepresentativesiSIS has been designed by Tufts’ registrars, bursars, admissions, financial aid and student services personnel, and information technology experts.

Cummings School of Veterinary Medicine• Barbara Berman, Assistant Dean, Student Affairs• Sandra Gatley, Assistant Registrar

Central Administration• Mark Damian, Director, Enterprise Applications • Dick Doolin, Director of Financial Services • Angie Milonas, Director, Administration and Finance, UIT• Martha Pokras, Executive Director, Planning and

Administration• Dawn Terkla, Associate Provost, Institutional

Research and Evaluation

The Fletcher School• Nora Moser McMillan, Registrar and Manager of

Student Academic Programs• Gerard F. Sheehan, Executive Associate Dean

Gerald J. and Dorothy R. Friedman School of Nutrition Science and Policy• Matthew Hast, Registrar• Stacey Herman, Associate Dean, Student Affairs

Sackler School of Graduate Biomedical Sciences• Kathryn Lange, Associate Dean• Elizabeth Storrs, Registrar

School of Arts and Sciences, School of Engineering, Graduate School of Arts and Sciences• Carol Downing, Associate Registrar• Gretchen Inman, Director of Graduate Student Services• JoAnn Jack, Registrar and Student Services Desk

Manager• Tricia Sheehan, Director, Student Information Systems

Technology• Paul Stanton, Dean of Student Services

School of Dental Medicine• Robert H. Kasberg, Jr., Associate Dean for Admissions

and Student Affairs• Bridget McCabe, Admissions Coordinator

School of Medicine• Sharon Freeman, Program Manager• John Matias, Associate Dean, Admissions and Enrollment

School of Medicine, Public Health and Professional Degree Programs• Janice J. Gilkes, Registrar• Robin Glover, Associate Dean

Student Financial Services Across Tufts• James Moodie, Bursar, Health Sciences Campus• Kathleen M. Mundhenk, University Bursar & Co-Manager

Student Financial Services, Medford Bursar’s Office• Patricia Reilly, Director, Financial Aid & Co-Manager

Student Financial Services, Medford Financial Aid

TESTING TRAINING ALL KINDS OF SUPPORT Two-to-three months before an iSIS component goes live, a small number of end-users work with SIS Project staff (your representatives) to test the system and make sure all works as expected.

Classroom training and See It, Try It, Print It online tutorials are available at go.tufts.edu/sis. Specific training date ranges are settled closer to go-live.

The SIS Project will support iSIS users in many ways. We will provide classroom training, online tutorials that can be done anytime and from anywhere, and plenty of documentation. View these learning aids on the SIS Project website today at go.tufts.edu/sis.

iSIS represents an integrated connection between people and data. As data is updated in iSIS, changes will be broadcasted through the system.

Learn more about universal navigation elements, navigation features, and more on the SIS Project website at go.tufts.edu/sis.

• You can expand and collapse the topics (folders) in the menu pagelet by clicking on the triangle to the left of the topic.

• Alternatively, you can click on the topic link to open a navigation page.

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What to Expect in the Months Ahead

Classroom Training Schedule for Staff at Tufts, as of January 2013

The Tufts community moves to iSIS in the 2013/14 academic year. The following timeline illustrates project-specific milestones and represents the earliest occurrence of an event at Tufts. Your school may be impacted at a later date.

KEY

***

Department Training DatesStudent Records: Course Catalog 8/2/12, 8/6/12, 8/9/12AdmissionsInterfaces(Undergraduate) 9/5/2012AdmissionsInterfaces(Graduate/Professional) 9/18/12, 10/15/12, 10/22/12, 12/11/12Financial Aid: Student Interfaces 11/26/12, 11/27/12, 11/29/12Student Records: Schedule of Classes 11/8-9/12, 11/13-15/12, & 1/10-15/13***Student Financials: Deposits 11/26/12, 11/29/12, 11/30/12Student Records: Managing Student Academic Data 2/19-20/13, 2/21-22/13, 2/25-26/13, 2/27/13,

3/18-19/13, 3/20-21/13Enrollment/Advising/Bio-DemoSelf-Service** 3/4/13 – 3/18/13*Advisement Admin Documentation OnlyBillingSelf-Service(DentalPG)** 5/20/13 – 5/24/13*Financial Aid: Anticipated Aid/Disbursement Interfaces (Anticipated/Outside) 5/6/13 – 5/17/13*BillingSelf-Service(Others)** 5/27/13 – 6/28/13*StudentFinancials:Billing,Cashiering,Other 6/3/13 – 6/28/13*Financial Aid: Anticipated Aid/Disbursement Interfaces (Disbursements) 6/17/13 – 6/21/13*Student Records: Transcript 7/15/13 – 8/2/13*Transcript/Grading/Graduation Self-Service** 7/15/13 – 8/16/13*Student Records: Grading 8/12/13 – 8/23/13*Student Records: Graduation 10/28/13 – 11/15/13*

* Please note: As of January 2013, specific training days within starred date ranges have not been finalized.** Applicable to students and/or faculty.*** For Administrators at the schools of Arts and Sciences, and Engineering

Training fosters practical experience in the skills necessary to use iSIS. Opportunities to learn will be coordinated with local student services staff and delivered at a time that is as close as possible to your school’s rollout. To view an updated schedule, visit go.tufts.edu/sis.

December March June August

August 2012

September & October 2012

Deposits**Financial Aid: StudentInterfacesSchedule of Classes

Load Historic Course Information, Student and Human Resources Bio-Demo Information, and Service Indicators

July 2013

March 2013 September - December 2013

November - December 2013

August

December 2012

April 2013

Advisement*iSIS Available to Students to Manage Title IV and Academic History

Course Enrollment*

Grading*

Graduation May & June 2013Financial Aid: Anticipated/Outside Aid Interfaces

Load Schedule of Classes for Fall 2012 (as basis for building Fall 2013 schedule) and Information on Instructors and Advisors

Load Program Plan Degrees, Term Activation, Enrollment History, External Education, and Transfer and Other Credits, Test Scores, Academic Standing, Student Advisor Data, Student Financial Service Indicators & Holds, Schedule of Classes through Summer 2013, and Data on Title IV Waivers

Load Student Account Balances and Athletic Participation data

Load Honors & Awards data and Transcript Text

Financial Aid: Disbursement InterfacesBilling, Cashiering & Other Financials (Including Bill Production) Billing Self-Service

August & September 2013Transcripts

Course Catalog

Admissions Interfaces

Timeline as of January 2013.